Donate Stock to CCFAIf you have the stock in a brokerage account: Step 1: Write a letter to your broker asking him to transfer XX number of shares of XX stock into CCFA's name. In the letter include the stock's name and symbol, number of shares being transferred, donor name and the name of the firm sending the transfer. Include the following information: Merrill Lynch Account number: 85704N92 Account name: Crohn's & Colitis Foundation of America DTC: #5198 CCFA Tax ID: 13-6193105 Please indicate whether your gift is to be directed to a specific event or program. Send your letter to: The Barrett Group Merrill Lynch 2 World Financial Center, 40th Floor New York, NY 10281 212.236.5096 (phone) 212.236.4690 (fax) Step 2: Send a copy of your letter of instructions to: Crohn's & Colitis Foundation of America, Inc., 386 Park Avenue South, 17th Floor New York, NY 10016-8804 ATTN: Alicia Kozma If you prefer, you can fax it to 212-779-4098 or email it to akozma@ccfa.org. It is important that you let us know you are making this gift, as electronic transfers often arrive with no donor name, and without your notification we will be unable to send you the proper tax documentation for your gift. If you hold the stock certificate: Step 1: Sign a stock power for each certificate and have your signature medallion guaranteed. Then mail the stock power and the stock separately. This is to ensure against fraud if the envelope is lost. Include a letter requesting transfer into CCFA's name. All donors receive an acknowledgment of your gift in the mail, which includes the date that CCFA received the gift and the value of the stock on that date. If you have any questions, please contact 646.943.7449
Wire Transfers to CCFA For Wire Transfers instructions, contact 646.943.7449 or info@ccfa.org. updated 3/11/09 |